FreshBooks and Microsoft Word integrations and automations

Seamlessly connect FreshBooks and Microsoft Word. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

FreshBooks
  • New/updated client
    New/updated client in FreshBooks
  • New/updated estimate
    New/updated estimate in FreshBooks
  • New/updated invoice
    New/updated invoice in FreshBooks
  • New/updated payment
    New/updated payment in FreshBooks

    • Any other trigger you can think up

Actions

Do this…

FreshBooks
  • Add line item to invoice
    Add line item to invoice in FreshBooks
  • Create client
    Create client in FreshBooks
  • Create expense
    Create an expense in FreshBooks
  • Create invoice
    Create invoice in FreshBooks
  • Create item
    Create item in FreshBooks
  • Get client details by ID
    Get client details in FreshBooks
  • Get item details by ID
    Get item details in FreshBooks
  • Search staff members
    Search for staff member in FreshBooks
  • Make payment
    Make payment in FreshBooks
  • Search a client by email/username
    Search a client by email/username in FreshBooks
  • Update client
    Update client in FreshBooks

    • Any other action you can think up

Microsoft Word
  • Custom action
    Custom action in Microsoft Word (Custom)
  • Accept tracked change
    Accept tracked change in Microsoft Word
  • Add comment
    Add comment in Microsoft Word
  • Create document
    Create document in Microsoft Word
  • Download document
    Download document in Microsoft Word
  • Get document content
    Get document content in Microsoft Word
  • Get document info
    Get document info in Microsoft Word
  • List comments Batch
    List comments in Microsoft Word
  • List tracked changes Batch
    List tracked changes in Microsoft Word
  • Reject tracked change
    Reject tracked change in Microsoft Word
  • Reopen comment
    Reopen comment in Microsoft Word
  • Reply to comment
    Reply to comment in Microsoft Word
  • Resolve comment
    Resolve comment in Microsoft Word
  • Update document
    Update document content in Microsoft Word

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation